CPE Catalog & Events
360 Budgeting: A Holistic Approach to Process and Solutions
-
Webinar
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
CFO Series: Bridging the Gap with Marketing Mgt: the Four Ps
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:What is the function of Marketing?Creating demand, building reputation.Inform and educate customers and potential customers.Marketing plansWhat must be in a top-quality plan?Coordination with strategy and financial ability.Products and servicesWhy do customers buy, or not buy, your offerings?Core products, actual products, augmented products?PricePricing is market driven, not cost driven!Cost leaders vs differentiators?When to increase price when to reduce price?Place or channelsEffective and efficient channels?Alternative channels?PromotionPromotion alternatives and cost effectiveness.Coordinating the 4Ps to gain maximum results.
CFO Series - June 2024 Webinar Bundle
-
Webinar
8.00 Credits
Member Price: $249
All times listed are Eastern Time ZoneWeek 1:_CFO Series: Bridging the Gap with Marketing Mgt: the Four PsCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, June 7, 11:00 amDescription: What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how. Week 2:_CFO Series: Five Management SuperpowersCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Jane Mims, Ph.D.Date: Friday, June 14, 11:00 amDescription: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership. Week 3:_CFO Series: Growth Opportunities for CFOs: Value Added CFOsCPE: 2Field of Study: FinanceDiscussion Leader: Gary Cokins, MBA, CPIMDate: Friday, June 21, 11:00 amDescription: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable. Week 4:_CFO Series: Audits Begin with The Right Questions: Listen!CPE: 2Field of Study: AuditingDiscussion Leader: Robert Mims, CPADate: Friday, June 28, 11:00 amDescription: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!
The Controllership Series - Sales, Collections and Customer Credit
-
Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data
-
Webinar
2.00 Credits
Member Price: $99
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
The Preparation of Form 706 and 709 - Line-by-Line
-
Webinar
4.00 Credits
Member Price: $129
Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Webinar
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Webinar
1.50 Credits
Member Price: $49
Accounting Finance Cashflow
Mastering The Three Pillars of Cybersecurity: Team & Compliance
-
Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance Procurement Inventory
360 Budgeting: A Holistic Approach to Process and Solutions
-
Webinar
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
The Controllership Series - The Role of the Controller in ESG
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
The Controllership Series - Addressing Budgeting Uncertainty
-
Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
The Controllership Series - The Financial Close Process
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
The Controllership Series - The Role of the Controller in ESG
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
Webinar
1.60 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Managerial Accounting Basics and Costs
-
Webinar
1.20 Credits
Member Price: $39
Accounting Finance